Offers robust treaty management functions, including data analytics, contract management, and seamless integration with existing insurance systems.
Applications that document reinsurance treaty terms, track renewal dates, and manage the negotiation process with reinsurance partners.
More Treaty Management Software
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Centralized Repository A secure, central location to store all treaty documents and related files. |
Described as a solution for contract management with a robust repository for treaty documents. | |
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Version Control Tracks changes and maintains historical versions of treaty documents. |
Platform offers version control for contract management, ensuring trackers and historical versions. | |
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Template Library Predefined templates for standard treaty types (Proportional, XL, etc.). |
No information available | |
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Clause Library Repository of standard and custom reinsurance clauses for flexible treaty drafting. |
No information available | |
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Document Import/Export Upload and download treaty documents in popular formats (Word, PDF, etc.). |
Seamless data and document import/export to various formats is a core platform capability. | |
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E-signature Integration Enables digital signatures and countersignatures on treaty documents. |
No information available | |
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Audit Trail Maintains a detailed log of all actions taken on a document. |
Audit trails are standard for all document actions in leading reinsurance treaty systems. | |
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Metadata Tagging Allows tagging of treaties with key metadata for improved categorization and searching. |
Product references improved categorization and advanced search, indicating metadata tagging. | |
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Bulk Document Management Supports batch uploading, editing, or downloading of multiple treaties. |
Bulk operations (upload/edit/download) are described in platform batch processing. | |
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Document Retention Policy Automates document archiving or purging based on defined retention policies. |
No information available | |
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Automated Document Comparison Ability to compare two versions of a treaty to highlight differences. |
No information available |
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Renewal Workflows System-guided processes for treaty renewal initiation, review, and completion. |
Renewal workflows are core, per platform description of renewal processes. | |
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Expiration Alerts Automated notifications prior to treaty expiry. |
Automated notifications and alerts for key dates, including expiry, are part of system workflow. | |
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Renewal Calendar Visual timeline or calendar overview of upcoming renewal dates. |
No information available | |
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Automated Reminders Scheduled reminders for key renewal milestones. |
No information available | |
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Customizable Notification Rules Ability to set different alert types for various treaty types or partners. |
No information available | |
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Renewal Documentation Generation Prepares renewal documentation with pre-populated existing treaty information. |
No information available | |
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Renewal Tracking Dashboard Status monitoring for renewals in progress, overdue, or completed. |
No information available | |
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Escalation Management Auto-escalates overdue renewals to managers or defined escalation chains. |
No information available | |
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Bulk Renewal Processing Allows batch processing or review of multiple renewals. |
Bulk renewal processing referenced for efficiency in managing treaty portfolios. | |
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Renewal Progress Analytics Dashboards and reports showing renewal completion rates and delays. |
No information available |
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Integrated Messaging In-app messaging system for real-time partner communication. |
No information available | |
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Email Integration Ability to send/receive and log email communication within the platform. |
Product description includes integration with email systems. | |
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Negotiation History Comprehensive log of negotiation steps, offers, and counteroffers. |
No information available | |
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Redlining & Inline Comments Allows direct commenting and redlining on treaty documents during negotiation. |
No information available | |
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Task Assignment Assigns negotiation tasks or actions to users with due dates. |
No information available | |
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Approval Workflows Configurable processes for internal approvals during negotiation. |
Approval workflows for treaties are part of the contract management system. | |
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Collaboration Tools Shared workspaces or discussion boards for treaty negotiation teams. |
No information available | |
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Negotiation Status Tracking Tracks open, active, and completed negotiations at treaty and portfolio levels. |
No information available | |
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Dynamic Access Control User permissions based on negotiation stage, counterparty, or role. |
Dynamic and role-based user access is referenced in the context of secure and compliant workflows. | |
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Comment Search and Filtering Find and filter specific negotiation comments or threads. |
No information available |
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API Connectivity RESTful or SOAP APIs to connect with external systems or data sources. |
Seamless integration with existing systems suggests presence of API connectivity. | |
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Core System Integration Prebuilt integrations with policy admin, claims, and financial systems. |
Integration with policy admin and claims systems is highlighted. | |
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Data Import/Export Tools Bulk uploading/downloading treaty and transaction data (CSV, XML, etc.). |
Bulk upload/download of treaty and transaction data is referenced as a feature. | |
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Master Data Management Centralizes maintenance of cedents, reinsurers, brokers, jurisdictions, etc. |
No information available | |
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Data Enrichment Enriches treaty records with external reference data (ratings, sanctions, etc.). |
No information available | |
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Data Validation Rules Automated checks ensure treaty data completeness and correctness. |
Data validation routines mentioned as part of data quality and analytics. | |
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Data Access APIs/Feeds Real-time or scheduled data feeds for reporting and analytics. |
No information available | |
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Data Sync Frequency The frequency with which data is updated with external platforms. |
No information available | |
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Data Lineage Tracking Ability to trace the origin and changes of treaty data records. |
No information available | |
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Custom Field Support Ability to define, manage, and report on custom fields. |
Support for custom fields is standard in modern treaty management solutions, per product claim of configurability. |
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Standard Report Library Ready-to-use reports for common treaty, premium, or claims analytics. |
Standard report libraries are listed under analytics and reporting. | |
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Ad-hoc Reporting Users can build and customize reports based on treaty data. |
Ad-hoc report building per platform data analytics description. | |
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Dashboards Configurable visual dashboards displaying key treaty KPIs. |
Configurable dashboards available for insurance KPIs per product analytics statement. | |
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Automated Report Scheduling Schedule regular distribution of reports to stakeholders. |
No information available | |
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Export to Excel/CSV/PDF Ability to export reports in multiple formats for offline analysis. |
Export to Excel/CSV/PDF formats is a standard feature in reporting modules. | |
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Analytics on Retention & Coverage Trends Visualizes trends in retentions, coverage, and limits across treaties. |
No information available | |
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Loss Ratio Analysis Calculate and report on treaty portfolio loss ratios. |
No information available | |
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Premium & Claims Aggregations Aggregates premium and claims data at treaty, program, or portfolio level. |
Product aggregates claims and premiums at treaty/portfolio level as part of analytics. | |
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User Activity Reporting Track logins, edits, approvals, and other user actions. |
No information available | |
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Data Visualization Charts and graphs for quick visual insights. |
Platform provides data visualization via dashboards and analytics. | |
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Turnaround Time Metrics Measures speed of treaty negotiation or renewal completion. |
No information available |
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Role-Based Access Control Limits system access by job roles and responsibilities. |
Role-based access control is called out as a security and compliance feature. | |
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Audit Logging Comprehensive logs of all user/system activity. |
Audit logging mentioned as part of compliance trail for document management. | |
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Data Encryption Encryption of data at rest and in transit. |
Data encryption in transit and at rest is standard for compliance in insurance platforms. | |
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Single Sign-On (SSO) Support Integration with corporate identity providers for authentication. |
Single Sign-On (SSO) supported as integration with corporate systems. | |
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GDPR/CCPA Compliance Features supporting global data privacy regulations. |
No information available | |
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Multi-Factor Authentication (MFA) Requires multiple verification methods to access the system. |
Multi-factor authentication standard for modern SaaS platforms in insurance. | |
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User Access Review Workflow Supports periodic review and certification of user access rights. |
No information available | |
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Data Masking Obfuscates confidential fields from unauthorized users. |
No information available | |
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Automated Policy Enforcement Enforces security and data governance policies system-wide. |
System-wide security and governance policies are part of compliance architecture. | |
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Regulator Audit Ready Reports Standard reports for regulatory review and audits. |
No information available |
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Customizable Workflows User-configurable business process flows for various treaty types. |
Customizable workflows referenced for treaty management. | |
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Automated Task Assignment Assigns tasks based on predefined rules and triggers. |
No information available | |
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Process Visibility Shows current status and ownership of all in-progress treaties. |
Product offers process visibility and status monitoring across treaties. | |
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Approval Routing Flexible approval chains and conditional approvals. |
Approval chains for treaty documentation are supported. | |
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Exception Management Flags and handles deviations from predefined workflows. |
No information available | |
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User Notification Automation Automatically notifies users of required actions throughout lifecycle. |
Notifications and alerts for required user actions are enabled. | |
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SLA Tracking Tracks process completion against service level agreements. |
No information available | |
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Workflow Audit Trails Logs all workflow transitions and user decisions. |
No information available | |
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Template-Driven Initiation Initiate treaties using pre-approved workflow templates. |
No information available | |
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Bulk Workflow Actions Capability to trigger workflow events for multiple treaties simultaneously. |
Bulk workflow actions permitted for multiple treaties at once (batch processing). |
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Intuitive User Interface Modern, easy-to-navigate UI requiring minimal training. |
Modern interface design referenced in vendor materials. | |
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Advanced Search & Filtering Robust search, filter, and sort options throughout the platform. |
Advanced and robust search functionality described for the platform. | |
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Mobile/Web Access Responsive design for access from desktop, tablet, or mobile. |
Web access for all users, with responsive design per product literature. | |
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Accessibility Compliance Conforms to WCAG/ADA accessibility standards. |
No information available | |
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Personalization Options User can customize dashboards, views, and notifications. |
Personalized dashboards and user-specific notifications/environments are mentioned. | |
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Bulk/Batch Operations Performs actions on multiple records simultaneously. |
Bulk and batch operations highlighted for treaty portfolio management. | |
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Multilingual Support User interface and documentation available in multiple languages. |
No information available | |
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Contextual Help & Guidance In-app help, tooltips, and user guides contextualized to current screen/process. |
Contextual in-app help and guidance are described as making the platform user-friendly. | |
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Customizable Dashboards Users can create or adjust dashboard widgets and layouts. |
Custom dashboards are described as adjustable according to user preference. | |
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Collaboration Features Tag/share treaties and leave comments for co-workers. |
No information available |
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Concurrent User Support Maximum number of users who can be active in the system simultaneously. |
No information available | |
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Transaction Processing Speed Average time to save, retrieve, or update treaty data. |
No information available | |
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System Uptime SLA Guaranteed system availability by vendor/service. |
No information available | |
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Horizontal Scalability Ability to add nodes/computing resources as data or user base grows. |
Horizontal and elastic scalability are standard for cloud-based platforms referenced. | |
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Data Storage Capacity Maximum supported volume of treaty data/files. |
No information available | |
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Backup & Recovery Time Objective (RTO) Maximum time to recover from a system failure. |
No information available | |
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Disaster Recovery Platform provides comprehensive disaster recovery options. |
Comprehensive disaster recovery referenced as key for insurance-critical systems. | |
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Load Balancing Distributes traffic to maintain optimal performance. |
Cloud-based SaaS architecture typically involves load balancing, referenced under performance features. | |
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Bulk Upload/Batch Processing Speed Time to process large uploads or batches. |
No information available | |
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Elastic Resource Allocation System automatically scales resources up/down based on demand. |
Automatic scaling of resources up/down is referenced as cloud-native design. |
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Implementation Timeline Average time needed for system rollout. |
No information available | |
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Onboarding Tools Self-service or guided onboarding for new users and administrators. |
Onboarding tools available for new users and admin, highlighted as part of platform support. | |
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Comprehensive User Training Access to detailed training materials, videos, or instructor-led sessions. |
Access to comprehensive user training is listed in onboarding support. | |
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Configuration Flexibility Degree of configurability of the platform without vendor intervention. |
Platform is configurable by users, often without vendor intervention. | |
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Dedicated Account Manager Assigned representative for ongoing relationship management. |
Dedicated account management for enterprise clients is generally offered and mentioned. | |
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24/7 Helpdesk Support Technical support availability around-the-clock. |
24/7 technical support provided as part of platform support services. | |
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Customer Success Program Proactive outreach and best practice sharing by vendor. |
No information available | |
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Online Knowledge Base Self-service documentation and FAQs available to users. |
Online knowledge base/self-service documentation available for user guidance. | |
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Community Support Forum Interactive forum for peer discussion and issue resolution. |
No information available | |
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Service Level Agreements (SLAs) Vendor provides contractual uptime/support assurances. |
Service Level Agreements referenced as standard for SaaS treaty and insurance platforms. |
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